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NewEdge Advisors Portfolio holdings

AUM $22B
1-Year Est. Return 20.34%
This Quarter Est. Return
1 Year Est. Return
+20.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.6B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,093
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$40.3M
3
+$37.5M
4
IBM icon
IBM
IBM
+$34.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$33.8M

Top Sells

1
+$37.6M
2
+$34.4M
3
+$27.6M
4
MDLZ icon
Mondelez International
MDLZ
+$25.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$25M

Sector Composition

1 Technology 15.13%
2 Financials 6.53%
3 Consumer Discretionary 5%
4 Healthcare 4%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.9M 0.02%
76,533
+21,335
677
$2.89M 0.02%
20,060
+1,023
678
$2.89M 0.02%
84,682
-262
679
$2.88M 0.02%
59,906
+42,363
680
$2.88M 0.02%
122,219
-1,611
681
$2.88M 0.02%
44,637
+15,700
682
$2.84M 0.02%
71,659
+12,255
683
$2.82M 0.02%
83,515
+8,262
684
$2.82M 0.02%
48,417
+6,462
685
$2.82M 0.02%
61,099
-68,914
686
$2.81M 0.02%
102,101
+2,856
687
$2.81M 0.02%
114,735
+951
688
$2.81M 0.02%
32,922
+675
689
$2.8M 0.02%
131,480
+90,187
690
$2.8M 0.02%
+140,355
691
$2.8M 0.02%
23,081
-1,143
692
$2.79M 0.02%
22,335
-1,014
693
$2.78M 0.02%
+53,293
694
$2.78M 0.02%
40,714
+4,525
695
$2.76M 0.02%
54,291
-16,927
696
$2.76M 0.02%
169,049
+4,805
697
$2.75M 0.02%
38,459
+7,876
698
$2.72M 0.02%
137,393
+40,621
699
$2.72M 0.02%
135,527
-60,382
700
$2.7M 0.02%
24,496
+5,435
26 27
28
29 30